作者 | 煜禾当下可能是特斯拉最“分裂”的时刻。一边是马斯克喜提“万亿薪酬方案”,在股东大会上开心得跳舞。一边是曾经最挺特斯拉的摩根士丹利(大摩),突然调转方向——把特斯拉的评级从“推荐买入”改成了“观望”,建议“再等等入场更划算”。特斯拉前阵子推出的三季报,卖车收入、毛利率都比不错,为什么曾经最乐观的机构反而怂了?其实把财报和市场情况扒开了看就会发现,狂欢背后藏着三个实实在在的问题,必须警惕。...
Source Link作者 | 煜禾当下可能是特斯拉最“分裂”的时刻。一边是马斯克喜提“万亿薪酬方案”,在股东大会上开心得跳舞。一边是曾经最挺特斯拉的摩根士丹利(大摩),突然调转方向——把特斯拉的评级从“推荐买入”改成了“观望”,建议“再等等入场更划算”。特斯拉前阵子推出的三季报,卖车收入、毛利率都比不错,为什么曾经最乐观的机构反而怂了?其实把财报和市场情况扒开了看就会发现,狂欢背后藏着三个实实在在的问题,必须警惕。...
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